Please note: the following is part of a limited beta and will be available to those leveraging birdie's rostering functionality in the future. Stay tuned for more information on this feature!

The weekly scheduling calendar will enable you to view the full week of scheduling for each care recipient under your service and care professional in your team. The calendar shows the full week for a 24-hour day. This makes overnight visits/longer visits for different care types much clearer and easier to track - and will give you a full view over their schedule for any given week!

This is also helpful in understanding capacity, so you can establish how many visits in a week are unallocated, and try to find a care professional that can attend all of them, not just a single visit.

You will be able to see straight away if any changes need to be made or if there are any unallocated visits.

Start by going to the Client tab. Select the care recipient and then click on the Calendar tab on the left-hand sidebar. Here you will see their weekly rota.

The colour of the boxes are the same as on the rostering screen:

Use the date selector in the top-right corner of the screen. you can use the arrows to move across a week or you can use the drop-down calendar to select a date.

When you hover over the visit cards you will be able to see information about this visit such as:

The scheduling calendar for care professionals is the same as the one for care recipients - providing you with a full view of their rota for any given week.

Start by going to the Team tab. Select team member and then click on the Calendar tab under the Availability tab. Here you will see their weekly rota.

As with the Care Recipient's scheduling calendar, you will see visits allocated to them.

The colour of the boxes are the same as on the rostering screen:

When you hover over the visit cards you will be able to see information about this visit such as:

For those with access to birdie's utilisation fool, you'll also be able to get visibility into their utilisation for that week - much like you do in the rostering screen! In the top left-hand corner, you will see their utilisation, including how many hours the care professional has been assigned to and how they are measuring against their preferred working hours.

This will help you to optimise the carer professionals' calendar and ensure you are keeping their working preferences in mind.

For more on birdie's utilisation feature and associated icons, please see the article here.

Within the weekly scheduling calendar, you are able to allocate and edit visits. To do so, click on any visit you would like to make a change to.

This will pull up a menu, with two options:

Clicking on 'View alternate carer' will pull up a modal, where you can allocate to a care professional, while viewing important matching information such as continuity, travel time and group. Click 'allocate carer' once happy with your selection.

Clicking on 'View visit details' will open up the right-hand side bar. Here, you will be able to:

Please note: you are able to do the above in both the Care Professional and Care Recipient weekly scheduling calendar.

Within the weekly scheduling calendar of any care professional, you'll also have the option to easily download and print their weekly visit schedule.

To do this, click 'Download visits' on the top right-hand corner of the screen.

Once clicked, a modal will pop up, where you have the ability to download and save as a PDF.

After you've saved this, you can then email on to the care professional as you'd like. Alternatively, you can choose to print this!